Ai Cost Management

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The Information Special Report

Fintechs Race to Fix Messy AI Billing

By Yueqi Yang · Aug 25, 2026 8:00am PDT
Greetings!AI payments are getting complicated fast—spurring the development of new billing technology. Providers of payments and corporate expense services built big businesses helping companies process bills and track and control major costs like travel and software subscriptions. Now, as spending on AI soars, there’s a new opportunity to... Greetings!AI payments are getting complicated fast—spurring the development of new billing...
Roku founder and CEO, Anthony Wood. Brenton Ho/Variety via Getty Images.
The Briefing

Roku’s Timely Exit; Salesforce’s Dealmaking Is Revving Up

By Martin Peers · Jun 15, 2026 5:01pm PDT
There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest Anthropic-Trump administration standoff. SpaceX’s market performance so far has been like a rocket ship: The stock rose 20% on Monday, finishing with a market capitalization of $2.5 trillion. And back on Earth, we got some notable acquisitions on... There’s a lot going on all of a sudden. We’re all still trying to come to grips with the latest...
True Value

Apple’s Low-Cost AI Strategy Wins Over Investors, Despite Risks

By Anita Ramaswamy · Oct 28, 2024 6:00am PDT · 2 comments
Anyone looking at Apple’s recent stock rally—which lifted its market capitalization to $3.6 trillion two weeks ago, a record for any public company—wouldn’t know that the company’s big new product, the Vision Pro mixed reality headset, had sold so badly that Apple is scaling back production. Or that it’s been... Anyone looking at Apple’s recent stock rally—which lifted its market capitalization...
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Deep Research

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

By The Information Staff · Oct 9, 2025 7:15am PDT
The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dismantle this monopoly through a calculated multi-vendor strategy that is fundamentally reshaping the AI hardware market. We turned to our Deep... The path to building the most advanced AI is being throttled by a single point of failure:...
Sundar Pichai, CEO, Google speaks onstage during Google Cloud Next “25: AI Exclusive at the Sphere” on April 08, 2025 in Las Vegas, Nevada. Image via Getty.
Applied AI

How Companies Are Approaching AI’s Cost-Benefit Analysis

By Erin Woo and Jon Victor · Apr 10, 2025 10:00am PDT
Google Cloud pulled out all the stops at its annual developer conference in Las Vegas this week to demonstrate that customers are getting good results from artificial intelligence services, speeding up production and offering new services to customers. But as tariffs roil markets and dampen the economic outlook, how much businesses spend on AI... Google Cloud pulled out all the stops at its annual developer conference in Las Vegas this week...
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The Briefing

Musk’s Management of Twitter May Catch Meta’s and Alphabet’s Attention

By Martin Peers · Oct 31, 2022 5:00pm PDT · 1 comment
Elon Musk is certainly giving big tech a lesson in how to manage decisively. It’s only been four days since he took control of Twitter, but he is reportedly poised to instigate mass layoffs while he simultaneously orders the pursuit of all manner of new business ideas, such as charging users for the privilege of having “verified” status, as The... Elon Musk is certainly giving big tech a lesson in how to manage decisively. It’s only been four...